有色金屬行業(yè)有色行業(yè)強(qiáng)弱分化，抓住銅鋅供給瓶頸帶來(lái)的投資機(jī)會(huì)

1、目錄周度熱點(diǎn)追蹤：印尼鎳鐵產(chǎn)能爆發(fā)式增長(zhǎng)，鎳價(jià)下行壓力巨大.....................................4有色產(chǎn)品價(jià)格..............................................................................6有色行業(yè)供需..............................................................

2、...............16本周有色金屬上游情況概覽.............................................................16全球有色礦產(chǎn)動(dòng)態(tài).....................................................................16本月有色金屬下游消費(fèi)概覽.....................................

3、........................19有色上市公司下周行動(dòng)事件匯總.............................................................37圖表39：鎳庫(kù)存（噸）....................................................................13圖表40：錫庫(kù)存（噸）.........................

4、...........................................13圖表41：有色產(chǎn)品社會(huì)庫(kù)存一覽............................................................14圖表42：銅社會(huì)庫(kù)存（萬(wàn)噸）..............................................................14圖表43：電解鋁社會(huì)庫(kù)存（萬(wàn)噸）....

5、......................................................14圖表44：氧化鋁港口庫(kù)存（萬(wàn)噸）..........................................................15圖表45：鋅錠社會(huì)庫(kù)存（萬(wàn)噸）............................................................15圖表46：鋅精礦港口庫(kù)

6、存（萬(wàn)噸）..........................................................15圖表47：不銹鋼社會(huì)庫(kù)存（萬(wàn)噸）..........................................................15圖表48：電解鎳社會(huì)庫(kù)存（萬(wàn)噸）..........................................................15圖表4

7、9：鎳礦石港口庫(kù)存（萬(wàn)噸）..........................................................15圖表50：有色金屬上游情況統(tǒng)計(jì)............................................................16圖表51：銅精礦現(xiàn)貨TC價(jià)格（美元噸）...................................................

8、.18圖表52：氧化鋁價(jià)格（元噸）.............................................................18圖表53：鉛精礦TC價(jià)格（元噸）...........................................................18圖表54：鋅精礦TC價(jià)格（元噸）...............................................

9、............18圖表55：鎳鐵價(jià)格（元噸）...............................................................18圖表56：錫精礦TC價(jià)格（元噸）...........................................................18圖表57：房地產(chǎn)開(kāi)發(fā)投資完成額與銷售面積:累計(jì)同比..........................

10、...............19圖表58：房屋新開(kāi)工、施工、竣工面積:累計(jì)同比.............................................19圖表59：銅材產(chǎn)量及同比（萬(wàn)噸，%）......................................................20圖表60：鋁材產(chǎn)量及同比（萬(wàn)噸，%）.........................................

11、.............20圖表61：鋁合金產(chǎn)量及同比（萬(wàn)噸，%）....................................................20圖表62：空調(diào)產(chǎn)量庫(kù)存及同比（萬(wàn)臺(tái)，%）..................................................20圖表63：電網(wǎng)基本建設(shè)投資完成額：累計(jì)值........................................

12、..........20圖表64：電源基本建設(shè)投資完成額：累計(jì)值..................................................20圖表65：庫(kù)存：乘用車....................................................................21圖表66：庫(kù)存：商用車............................................

13、........................21圖表67：不銹鋼產(chǎn)量（萬(wàn)噸）..............................................................21圖表68：不銹鋼新廢價(jià)格及價(jià)差............................................................21圖表69：鋰電池產(chǎn)量（萬(wàn)個(gè)）.........................

14、.....................................21圖表70：國(guó)內(nèi)新能源汽車產(chǎn)量及同比（萬(wàn)量，%）............................................21圖表71：重點(diǎn)公司盈利預(yù)測(cè)與估值..........................................................22圖表72：申萬(wàn)板塊行業(yè)本周表現(xiàn)（%）..................

15、....................................23圖表73：有色子版塊本周表現(xiàn)（%）........................................................23圖表74：重點(diǎn)關(guān)注有色個(gè)股本周表現(xiàn)（%）..................................................24圖表75：申萬(wàn)有色板塊公司本周漲跌幅排名...............